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Team 2019-07-18T21:00:44+00:00

We are a seasoned team with diverse backgrounds that has deployed over six billion dollars through making hundreds of private market investments as well as monitoring thousands of related transactions.

Donald Phillips
Donald PhillipsChairman and CEO
Tom Thompson
Tom ThompsonSenior Managing Director
Gregory Oberholtzer
Gregory OberholtzerSenior Managing Director
Celia Chapman
Celia ChapmanSenior Managing Director
J.F. Berry
J.F. BerryManaging Director
Traci Breen
Traci BreenChief Financial Officer
Rick Myers
Rick MyersDeputy Chief Compliance Officer
James Meynard
James MeynardSenior Risk Manager
Bijal Shah
Bijal ShahPrincipal
Stanley Xu
Stanley XuPrincipal
Ryan Phillips
Ryan PhillipsPrincipal
Eric Griffin
Eric GriffinPrincipal
Eric Assouad
Eric AssouadDirector
Michael Raso
Michael RasoDirector
Nick Su
Nick SuSenior Vice President
Dan Korybalski
Dan KorybalskiVice President
Beto Durón
Beto DurónSenior Associate
Jennifer Concannon
Jennifer ConcannonAssistant Vice President
Dena Mosiello
Dena MosielloAssociate
Charlie Mowry
Charlie MowryController
Josephine Mendoza
Josephine MendozaFund Controller
Ashley Slota
Ashley SlotaTax Manager
Robert Reeves
Robert ReevesAccounting Manager
Kerry Freeman
Kerry FreemanPartnership Accountant
Katherine Canning
Katherine CanningPartnership Accountant
James McManus
James McManusPartnership Accountant
Mary Barrett
Mary BarrettExecutive Assistant
Cheryl Fondacaro
Cheryl FondacaroExecutive Assistant